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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,658 | $59,813+46.6% | $79,580+10.2% | $68,486+28.0% |
| Participation rate | 25.6% | 61.1%-35.5pp | 69.5%-43.9pp | 67.9%-42.3pp |
| Annual return | -20.26% | -12.30%-8.0pp | 0.15%-20.4pp | -7.85%-12.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,432 | $3,024-52.6% | $3,985-64.1% | $4,028-64.4% |
| Admin fee / account holder | $1,582 | $4,835-67.3% | $6,835-76.9% | $5,404-70.7% |